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greytHR enables you to release proof of investments (POI) to employees so that they can enter their investment details. POI Release page displays the details related to the release of POI for all the employees for a specific period. The POI Release page also facilitates you to release the POI form for the employees. To use the POI Release page, ensure to select a definite period using the year and month drop-down lists. POI Release page is divided into the following three tabs: 

To view the POI Release page, navigate to Payroll > Admin > POI Release. 

Yet to be Released

This tab displays a list of all the employees, to whom POI form is yet to be released. You can view employee list based on the New RegimeOld Regime or Both. To release POI form to an employee, perform the following actions:

  1. Navigate to Payroll > Admin > POI Release. By default Yet to be Released tab is active.

  2. From the Filter employees as per regime list, select the required regime. You can choose to select the New Regime, Old Regime or Both.
  3. Select one or more employees using the check box adjacent to the employee name.

    You can also select using the search control at top of the page. The numerals against tab name indicate the number of records in that tab.

  4. Click . A success message appears.

    Click Release All to release for all employees. An email notification is sent to the employees.

Released

The Released tab displays a list of employees to whom POI form is released. From the Released tab, you can Delete or Lock POI form for employee(s). After the employee(s) submits their POI form, you must process it from POI Track page.

To lock an employee's POI form, perform the following actions:

  1. Navigate to Payroll > Admin > POI Release
  2. Select one or more employees using the check box adjacent to the employee name.
  3. Click Lock Selected. A success message appears. The POI form is locked for the selected employees.
  • Note the Released Date against the employee record. The employee receives a notification in Employee Self Serve about the activation of POI. Along with filling the POI, the employee can upload the proofs. To enable upload, contact us to turn on the option.
  • When the employee submits POI in ESS, the employee name automatically moves to the Locked tab in greytHR.

Locked

The Locked tab displays the employee name(s) that are restricted for changes from the employee. You can also release the POI again for one or more employees if required. Navigate to Payroll > Admin > POI Release

Figure 4 : Records Locked Tab

Note the Approved Date against the employee record.

If you release, the employee record moves back to the Released tab.

Related Links

You can click here to view the video on how to release and track POI.


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